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Shopify Opens Stores to Meta's Muse as Amazon Blocks AI Shopping Agent
Shopify has signed a deal to make eligible Shopify stores fully shoppable through Meta's new AI agent Muse, with Shop Pay available as a checkout option. Shopify CEO Tobi Lütke said the company is partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, and the news sent shares more than 5% higher on September 22. Amazon blocked Muse in the same week, arguing that third-party apps should respect a retailer's decision not to participate, and has also blocked ChatGPT, Gemini, and Perplexity's Comet. Amazon's $68.6 billion advertising business adds to the commercial stakes, though its legal position took a hit in August when a Ninth Circuit appeals court overturned its injunction against Perplexity. Amazon operates its own agentic shopping assistant, Alexa for Shopping, and said Rufus had helped deliver nearly $12 billion in incremental annualized sales in 2025.
Microsoft Posts $182.9 Billion Operating Cash Flow, Raises Dividend to $0.98
Microsoft generated $182.9 billion in cash flow from operations in fiscal 2026, up more than 34% from $136.2 billion in fiscal 2025, and its board declared a $0.98 per share quarterly payout, extending its streak of dividend raises to more than 20 years. Azure revenues reached $29.42 billion in the final quarter, up 42% year-over-year, outpacing overall topline growth, while the company continues to direct substantial capital toward AI investments. Microsoft expects fiscal 2027 capital expenditures to grow year-over-year as it builds out data-center infrastructure, a spending pace that could pressure free cash flow and dividend capacity if AI monetization falls short. The company is also shifting toward usage-based pricing, applying the model to GitHub Copilot users in 2026 and replacing unlimited cloud gaming with monthly usage allowances plus the option to buy additional hours. Institutional sentiment remains strong, with 273 hedge funds holding positions at the end of Q2 2026 versus 282 in Q1 2026, short interest at just 1%, and BlackRock the largest stakeholder at 607.37 million shares, or 8.18% of outstanding shares.
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Meta Surges as Muse Launch Lifts Stock From AI Laggard to Leader
Meta is drawing renewed investor confidence as its Muse AI product climbs the App Store and the company builds momentum around its Meta Connect event, according to KeyBanc Capital Markets Managing Director Justin Patterson. Patterson said Meta spent the year trading at its widest PE discount to Google in roughly a decade, with investors withholding credit for its CapEx and AI investments, but that gap has now closed as Muse drives consumer engagement, business connectors and a new device cycle. He noted the AI cycle is humbling, recalling that a year ago Google was seen as the AI loser before Gemini's Nano Banana shot to the top of the App Store and the stock gained over 100% in a year, while Meta has now moved past the social addiction trial and a successful Muse launch. Patterson said the next leg of the trade is watching the Muse ecosystem build out through more app downloads and connectors, which should eventually translate into top-line revisions and a path to $40 plus in earnings on 2028. He added that Meta reset its AI strategy away from Llama and formed the MSL group, Super intelligence labs, whose team has delivered frequent model updates and a consumer-facing AI product, taking the company from laggard to leader in a matter of months.